Initiating the EEP XML File creation
In Atrieve HR, navigate to HR Demographics > Government Reports > EEP XML File Creation Process.
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Asof Date Range: select the date range for the assignment selection.
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Locations: Use this prompt to extract educators from selected locations, otherwise leave blank.
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Division-Level Locations: Use this prompt to define your division-level locations. Per Ministry requirements, assignments at division-level locations are to be excluded from the WorkAssignment xml.
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Employee Selection: Use this prompt to extract specified educators, otherwise leave blank.
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Preliminary/Final: Running in preliminary will only produce a PDF report showing assignments that would be extracted based on criteria indicated in the “Process Flow” heading. Running in final will create the EEP file package.
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Include Debugging: If set to Y, a debugging report will be made available in the HR Report Viewer, which will provide details around why specific employees may be excluded from the report.
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School District’s Department Assigned Number (DAN): Enter the district’s DAN for use in the XML files.
Prompt selection criteria can be saved so that the extract can be run multiple times without having to re-key the same criteria every time. This is done by navigating to HR Setup & Maintenance > System Setup > Report Selection Criteria > Profile Changes > Report Code EEP XML.
When the extract is complete, a zip file can be downloaded from the HR File Downloader from the main menu.
HR File Downloader
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File Type: EEP Extract
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Date: Select the date the extract was run
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File Sort: Sort the files by date or name
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File Selection: the system will display the matching files. File names are defined by timestamp and username. Use the select button to choose the file to download, then click close.
From there, a zip file will be downloaded to the location defined in the user’s browser as the download location. The zip file will contain:
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XML for OrganizationEmployment Object (file named EEP_Timestamp_User_Organization.XML)
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XML for WorkAssignment Object (file named EEP_Timestamp_User_WorkAssignment.XML)
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CSV for Exceptions (file named EEP_Exceptions_Timestamp.CSV)